AI Bookkeeping Services for Small Business
Traditional accounting is dead. Put an AI bookkeeper behind your books and close with confidence.
Our AI bookkeeping service combines automation, ai bookkeeping software, and expert review. We connect secure tools, standardize workflows, and reconcile daily. You receive accurate, tax‑ready financials on schedule. We specialize in ai bookkeeping for small business, with QuickBooks and Xero integrations and clear SLAs. You keep control while we make bookkeeping faster, cleaner, and easier to audit.
100% Free • No obligation • Quick 30-min call
Trusted by Partners Worldwide
Managed by experienced CPAs and accounting leads.
Vendor‑agnostic selection of ai bookkeeping tools.
Security, privacy, and compliance built into every workflow.
Documented SOPs and handoffs for continuity and scale.
What Is an AI Bookkeeper?
An ai bookkeeper automates categorization, reconciliations, and document capture. Humans review exceptions, handle adjustments, and sign off each month. You get the speed of automation and the assurance of professional oversight. We log prompts, approvals, and changes for a clean audit trail.
Who We Serve
We support owner‑led companies and lean finance teams that want reliable books each month. We work with e‑commerce, professional services, clinics, trades, real estate, agencies, and nonprofits. We also help fast‑growing startups that need bookkeeping ai and consistent close practices across entities.
Benefits of AI Bookkeeping
Cost
Less manual work per transaction and fewer rework cycles.
Accuracy
Consistent coding, cleaner reconciliations, and fewer uncategorized transactions.
Controls
Proper approvals, activity logs, and review checkpoints.
Visibility
Timely reports, KPI dashboards, and variance explanations.
Scalability
Standardized playbooks that grow with volume and complexity.
Speed
Daily categorization and faster month‑end close.
Scope of Work and Deliverables
DAILY / WEEKLY
- Bank and credit feed monitoring and categorization.
- Receipt and bill capture via mobile or email with OCR.
- Vendor and customer data hygiene and de‑duplication.
- Exception review and issue resolution queue.
MONTHLY CLOSE
- Bank, credit card, and payment gateway reconciliations.
- Deferred revenue, prepaid, and accrual entries as needed.
- Inventory or COGS entries based on your method and data.
- Fixed assets additions and depreciation schedules (if applicable).
- AP and AR aging review with notes and next actions.
- Management reports: P&L, Balance Sheet, and Cash Flow.
- Narrative summary with highlights, risks, and proposed fixes.
SLAs AND KPIs
- Close target: five to seven business days after month‑end once stabilized.
- First‑pass categorization: target >90% with tool tuning.
- Exceptions: documented with root cause and owner.
- Support: standard response time within one business day.
Examples of AI Bookkeeping Workflows
Accounts Payable
- Invoice OCR, automated coding, and duplicate detection.
- Three‑way match for POs and receipts where applicable.
- Approval routing aligned to policy and limits.
Bank and Balance Reconciliations
- Daily feed checks, rules, and match suggestions.
- Threshold‑based exceptions for quick review.
- Clear tick‑and‑tie trails for auditors and lenders.
Accounts Receivable
- Cash application and remittance matching.
- Dunning prompts, collections prioritization, and follow‑up logs.
- Sales tax checks and adjustments where required.
Receipts and Documentation
- Mobile and email capture with OCR and line items.
- Auto‑linking receipts to transactions for audit support.
- Retention and deletion policies you can review.
Need deeper AR or AP automation? See: AI Accounts Receivable Automation and AI Accounts Payable Automation.
Success Stories
These examples show typical gains after onboarding and optimization. Results vary by systems, data quality, and scope.
Direct‑to‑Consumer Skincare Brand
- Challenge: Receipt backlog and inconsistent expense coding.
- Solution: Mobile capture, OCR, and tuned rules per vendor and category.
- Outcomes: First‑pass categorization above target; fewer exceptions and faster close.
Specialty Construction Contractor
- Challenge: Project costs posted late and complex card reconciliations.
- Solution: Job ‑ cost templates, card program rules, and weekly variance checks.
- Outcomes: On‑time monthly close; timely project margins and fewer adjustments.
Community Healthcare Clinic
- Challenge: Grant tracking, mixed funding, and documentation gaps.
- Solution: Class‑based reporting, receipt enforcement, and review playbooks.
- Outcomes: Clean audit support and consistent financials for board meetings.
Want the details? See our case studies or book a discovery call.
What Our Customers Say
PrometAI helped us cut our close timeline without sacrificing control. The pilots paid for themselves quickly.
Our cash‑app backlog vanished. Posting happens the same day, and exceptions are clear.
Discounts finally land because invoices move fast and clean.
Tools, Integrations, and Platforms
- Receipt capture and invoice OCR with audit trails.
- Bank feeds, rules engines, and reconciliation helpers.
- AP approvals and vendor management.
- AR cash‑app, reminders, and collections workflows.
- Inventory and payment gateway connectors (where applicable).
- Role‑based access, logs, and prompt policies.
Comparing software options? Connect for AI Accounting Software: Selection, Setup & Migration
Security, Privacy, and Compliance
- Least‑privilege access and role‑based permissions.
- Encryption in transit and at rest.
- Retention and deletion policies for financial documents.
- Prompt logging, reviewer sign‑offs, and activity trails.
- Documentation mapped to your internal controls.
Pricing and Packages
Starter
For single‑entity small businesses
on QuickBooks or Xero. Daily
categorization, month‑end close,
and standard reports.
Request a Quote.
Growth
For multi‑entity or higher volume
teams. Advanced rules, approvals,
and KPI dashboards with narrative
summaries.
Request a Quote.
Scale
For complex or audited
environments. AP/AR workflows,
integrations, enhanced controls,
and close‑cycle optimization.
Request a Quote.
Pricing depends on transaction volume, entities, integrations, inventory needs, and reporting complexity.
FAQs
Yes. AI handles categorization, reconciliations, and capture. Humans review exceptions and sign off monthly.
No. AI reduces repetitive work. Bookkeepers focus on reviews, controls, and quality financial statements.
Choose tools with reliable OCR, rules, audit trails, and strong NetSuite, QuickBooks or Xero integrations.
Yes. We integrate natively with NetSuite, QuickBooks Online and Xero and follow vendor security practices.
Most clients close in five to seven business days after stabilization, with clear SLAs and checkpoints.
Read‑only bank access or feeds, vendor and customer lists, receipt uploads, and timely answers to exception questions.
You do. We use secure systems with retention and deletion policies aligned to your requirements.
We deliver tax‑ready books, schedules, and document links. We also coordinate with your tax preparer.
We run a guided transition: data export, opening balance checks, and rules tuning with reconciliation checkpoints.
Yes. We integrate where feasible and document assumptions and monthly procedures for consistent results.
Traditional accounting is dead. Ready for clean, on‑time books every month?
Book a discovery call. We will review your goals and propose a clear next step.
Have questions? we are ready to answer it. Just write here and click send
Address
7901 4th St N, St. Petersburg, FL 33702, USA
Phone number
+1 727 625 4373
Services
Learn
Company
Areas We Support
United States | United Kingdom | Germany | United Arab Emirates
New York City | Miami | Atlanta | Boston | Salt Lake | Denver | Las Vegas | London | Frankfurt | Dubai | Abu Dhabi
